YASKAWA Electric : Results Briefing for the First Three Quarters of Fiscal Year Ending February 28, 2026

Published January 9, 2026 at 7:15 a.m. UTC

Source: MarketScreener

FY2025 Nine Months Financial Results （Ended November 30, 2025) FY2025 Full-Year Forecasts （Ending February 28, 2026)

Notes:

The information within this document is made as of the date of writing. Any forward-looking statement is made according to the assumptions of management and are subject to change as a result of risks and uncertainties. YASKAWA Electric Corporation undertakes no obligation to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise.
Figures in this document are rounded off and may differ from those in other documents such as financial results.
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Summary

FY2025 Nine Months Results

Revenue…YoY:+0.4%

・Revenue exceeded the results of the corresponding period of the previous fiscal year, when order

backlogs were normalized, by steadily translating new orders into revenue.

Operating profit…YoY:-3.3%

・Operating profit decreased due to the impact of a mix of sales projects in the Robotics segment, while improvements in the added value of Motion Control segment kept results largely in line with expectations.

Profit before tax…YoY:-44.3%

Profit attributable to owners of parent…YoY:-43.8%

・Profit before tax and profit attributable to owners of parent decreased compared to the corresponding period of previous fiscal year when gains from the sale of shares in an equity-method affiliate were recorded.

3Q Order …YoY:+15%, QoQ:+3%

・Order increased YoY and QoQ, by securing a large order for oil and gas applications in Drives segment.

FY2025 Full-Year Forecasts

Revenue ¥525.0bn., Operating profit ¥48.0bn. (Unchanged)

・Despite uncertainty due to U.S. tariff policies and other factors, demand is showing signs of recovery.

However, with the progress for the Mar.-Nov. period being in line with expectations, the full-year

financial forecast remains unchanged.

・The assumed average forex rates (from December 1, 2025 to February 28, 2026) remain unchanged from the previous plan.

・The dividend forecast for FY2025 remains unchanged from that announced on April 4.

(Annual dividend of ¥68 per share)

Contents

FY2025 Nine Months Financial Results
- FY2025 Nine Months Financial Results
- Business Segment Overview
- Revenue Breakdown by Business Segment
- Revenue Breakdown by Location
- Breakdown of Changes in Operating Profit
- Measures for FY2025 3Q
- Initiatives for Expanding the AI Robotics Field

FY2025 Full-Year Forecasts
- FY2025 Full-Year Financial Forecasts

3. Reference

Capital Expenditure, R&D Investment, Forex Rates and Sensitivity
Financial Indices
Revenue / Operating Profit
Quarterly Trends of Revenue and Operating Profit
Quarterly Revenue Trends
Quarterly Order Trends
2
1
Quantitative Information

Business Overview

Motion Control

【Core products】

・AC servo motors and controllers

・Linear servo motors

・AC drives

・PV inverters

・PM motors

New machine controller "MPX1310 series"

Robotics

【Core products】

・Industrial robots

Arc and spot-welding robots, painting robots
Handling robots

・Semiconductor wafer transfer robots

・Biomedical robots

・Collaborative robots

・Adaptive robots

System Engineering

【Core products】

・Electrical systems for steel plants

・Electrical instrumentation systems for water supply plants and sewage treatment facilities

Electrical systems for

steel plants

AC servo motor

Σ-X series

YRM Controller "YRM1030"

MOTOMAN

NEXT series

Electrical instrumentation systems for water and sewerage

Yaskawa AC drive

GA700 series

PV inverter

Enewell-SOL P3H

Collaborative robot MOTOMAN-HC30PL

7-axis arc-welding robot MOTOMAN-AR1440E

Other

・Logistics, etc.

１. FY2025 Nine Months Financial Results

(Ended November 30, 2025)